BCO Wealth Management LLC
Q1 2025 13F Holdings
- Locationcarlsbad, NM
- Num holdings
30
- Value ($000)
$127,540
- Date Filed04/28/2025
- Form type13F-HR
- CIK0002054749
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $25.64M | 20 % | 777,130 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $21.17M | 17 % | 345,213 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $18.14M | 14 % | 431,387 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $13.13M | 10 % | 276,251 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $12.73M | 10 % | 458,457 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.51M | 8 % | 90,218 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $6.03M | 5 % | 228,014 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.71M | 4 % | 64,111 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $3.22M | 3 % | 67,705 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.20M | 2 % | 20,872 |
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